Calendar Overview

Modified on Wed, 13 Nov, 2024 at 12:02 PM

Access the Calendar within Compass by clicking on the

Calendar link in the top navigation menu.

Along the left-hand side, you have options available to filter what is being viewed.

The date can be manually selected.

A filter for appointment type, such as estimates, or callbacks.

A filter for the products being serviced or sold.

A filter for the market segment, either Residential or Commercial.

Below the filters, there is an option to adjust which

employees are reflected on the calendar.

To enable or disable the entries on the calendar related to those employees,

toggle the colored square next to their name.

Finally at the bottom portion of the left hand side, you

have the Market Segment border legend.

This will reflect which color borders are on the various jobs displayed

on the calendar.

Above the Calendar itself there is two interactive methods

of display and navigation.

Scroll Buttons

Display Filters

The Scroll Buttons will display information on the calendar

as set by the display filters. So if you have the filter set to Day, the scroll

buttons will move back and forth day by day.

If the display is set by Month, they will shift the calendar month by

month.

Additionally, there is a quick link labeled “Today”. This

will return the display of the calendar to the current time frame as specified

by the filter, either day, week, or month as selected.

Each item on the Calendar can be moused over to display more information. As a default the Calendar appointments display time, title, customer information, contact details, service address, and total sale amount.

On the mouseover, a button to view the appointment is present, and a button to confirm is available on any appointment that has not yet been confirmed with the customer.

Additionally, each Calendar entry has a border displayed to differentiate between residential or commercial appointments.

Clicking the appointment on the calendar or the View Job button will open the relevant appointment information screen.


An Exclamation point denotes that the appointment has not been confirmed yet.	A Checkmark means that the contact for the job has been called and the appointment has been confirmed.	A Box with two arrows across each other means that the customer is on the move up list.

The Calendar system in Compass refreshes every few seconds to

reflect the most up to date information available when looking through the

entries. This ensures that everyone is viewing the same information if you have

multiple people looking over the calendar simultaneously.